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George D

Series 63, Series 65

Perrysburg, OH

Bollin Wealth Management, LLC

George Damasco is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with MPM Wealth Advisors, Inc. since 1995. Outside of advising, he has ownership interests in a farm leasing operation and a pizza business. Bollin Wealth Management serves individual clients, including high net worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans, providing investment supervisory services and comprehensive financial planning. The firm uses Modern Portfolio Theory to construct portfolios and primarily supervises accounts on a non-discretionary basis without taking custody of client funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Phillip B

CFP®, Series 66

Perrysburg, OH

Bollin Wealth Management, LLC

Phillip Bollin is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led Bollin Wealth Management, LLC since 2009. Outside of financial advising, he is co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, managing approximately $70.2 million in assets. The firm uses Modern Portfolio Theory to construct diversified portfolios and primarily provides non-discretionary account supervision without custody of client funds, operating on a fee-only basis with a distinctive retainer financial planning program.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Abbey C

CFP®, Series 65, Series 63

Perrysburg, OH

Bollin Wealth Management, LLC

Abbey Ciancutti is a Certified Financial Planner® with five years of industry experience, currently affiliated with Bollin Wealth Management, LLC in Perrysburg, OH. Her work history includes roles at DeVerna & Co Financial and Ameritas Advisory Services, among others. Bollin Wealth Management serves individual clients, including high-net-worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans. The firm employs Modern Portfolio Theory to build diversified portfolios primarily using mutual funds and ETFs and provides financial planning through various engagement models while maintaining primarily non-discretionary management of client assets.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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